+8,652.1%
STX vs UTHR
+6,602.7%
+2,049.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | -28.5% | -6.1% | -22.4% | -27.2% |
| 30D | -42.9% | +3.1% | -46.0% | -43.2% |
| 3M | -45.9% | +5.5% | -51.4% | -46.7% |
| 6M | -41.3% | -5.8% | -35.5% | -40.6% |
| YTD | +67.9% | +15.3% | +52.6% | +60.9% |
| 1Y | +66.5% | +23.8% | +42.7% | +56.8% |
| 3Y | +588.0% | +146.3% | +441.7% | +435.4% |
| 5Y | +449.1% | +177.8% | +271.3% | +306.1% |
| 10Y | +1,982.8% | +392.4% | +1,590.4% | +1,153.5% |
| All | +8,652.1% | +6,602.7% | +2,049.4% | +1,734.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling